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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DVY vs KRE: how they differ

DVY and KRE hold 8% of their weight in the same names, and DVY returned more over the year.

iShares Select Dividend ETF and State Street(R) SPDR(R) S&P(R) Regional Banking ETF.

What they hold in common

By the books each fund has filed, DVY and KRE hold 8% of their money in the same securities at the same weight.

Positions DVY and KRE both hold, largest shared weight first
HoldingDVYKRE
TRUIST FINANCIAL CORP1.44%1.27%
REGIONS FINANCIAL CORP1.25%1.34%
HUNTINGTON BANCSHARES INC1.19%1.33%
CITIZENS FINANCIAL GROUP INC1.05%1.37%
FIRST HORIZON CORP0.99%1.31%
VALLEY NATIONAL BANCORP0.61%1.31%
F.N.B. CORP (PENNSYLVANIA)0.60%1.33%
UNITED BANKSHARES INC0.57%1.29%
BANK OZK0.19%1.29%
Largest positions each one holds and the other does not
Only in DVYOnly in KRE
ALTRIA GROUP INC 2.30%Pinnacle Financial Partners Inc 1.37%
PFIZER INC 2.22%Atlantic Union Bankshares Corp 1.37%
T. ROWE PRICE GROUP INC 2.03%UMB Financial Corp 1.37%
VERIZON COMMUNICATIONS INC 1.85%Glacier Bancorp Inc 1.36%
PRUDENTIAL FINANCIAL INC 1.85%Associated Banc-Corp 1.36%
ONEOK INC 1.84%Cullen/Frost Bankers Inc 1.35%
HP INC 1.61%First Interstate BancSystem Inc 1.35%
EDISON INTERNATIONAL 1.54%Fulton Financial Corp 1.35%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

DVY and KRE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DVY
iShares Select Dividend ETF
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Where it sitsCore index fundCore index fund
IssueriSharesState Street
What it isUS dividendSPDR S&P Regional Banking
Total return, 1 year+18.0%+16.1%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.5 pts−1.4 pts
Expense ratio0.38%0.35%
Already in the S&P 50080.5%6.7%
Holdings100161

DVY in plain words

DVY is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +18.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.38% a year. By its holdings filed for Apr 30, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 18.3%.

KRE in plain words

KRE is an index equity fund tracking the SPDR S&P Regional Banking. Over the year to Sep 11, 2026 it returned +16.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 7% of the fund by weight is stocks the S&P 500 also holds, across 161 positions, with the top ten at 13.6%. It sat 5.2% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, DVY or KRE?
In the year to Sep 12, 2026, with distributions reinvested, DVY returned +18.0% and KRE returned +16.1%, so DVY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DVY or KRE?
DVY charges 0.38% a year and KRE charges 0.35%, so KRE is cheaper. Fees come from each fund's prospectus.
How much do DVY and KRE overlap with the S&P 500?
By their latest filed holdings, 80% of DVY and 7% of KRE by weight is stocks the S&P 500 already holds. Between the two funds, 8% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DVY against KRE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DVY against KRE, data as of Sep 12, 2026. https://etfiq.com/compare/any/DVY-KRE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources